Item Recommendations
Item recommendation rules allow you to display relevant, upsell, or complementary items to customers based on specific criteria. Rules can be applied to different recommendation types:
Prerequisite: You need to enable Item Recommendations in Settings > Online Store > Preferences > Items in order to use this feature.
Related Items
Display items similar to what the customer is currently viewing. To create a Related Items rule:
- Go to Item Recommendations under Online Store.
- Under the Item Details tab, click + Add Rule next to Related Items.
| Field | Description |
|---|---|
| Name | A descriptive name for your rule |
| Set Rule Based On | Define trigger conditions by selecting fields, comparator, and categories (up to 5 criteria) |
| Apply to | Choose between All Conditions or Any of These Conditions |
| Recommend Items | Define how recommended items are selected (also supports up to 5 criteria) |
| Valid From / Till | Set a date range for rule activation |
| Rule Order | Set rule priority. This is used when multiple rules apply. |
| Item Generation Limit | Maximum number of recommended items to show per rule |
- Click Save.
Upsell Items
Suggest higher-value or upgraded versions of the item the customer is viewing. To create an Upsell Items rule:
- Go to Item Recommendations under Online Store.
- Under the Item Details tab, click + Add Rule next to Upsell Items.
| Field | Description |
|---|---|
| Name | A descriptive name for your rule |
| Set Rule Based On | Define trigger conditions by selecting fields, comparators, and categories (up to 5 criteria) |
| Apply to | Choose between All Conditions or Any of These Conditions |
| Recommend Items | Define how recommended items are selected (also supports up to 5 criteria) |
| Valid From / Till | Set a date range for rule activation |
| Rule Order | Set rule priority. This is used when multiple rules apply. |
| Item Generation Limit | Maximum number of recommended items to show per rule |
- Click Save.
Cross-Sell Items (Cart Recommendations)
You can suggest complementary items based on what the customer has in their cart. To create a Cross-Sell rule:
- Go to Item Recommendations under Online Store.
- Under the Item Details tab, click + Add Rule next to Cart Items.
| Field | Description |
|---|---|
| Name | A descriptive name for your rule |
| Set Rule Based On | Define trigger conditions by selecting fields, comparators, and categories (up to 5 criteria) |
| Apply to | Choose between All Conditions or Any of These Conditions |
| Recommend Items | Define how recommended items are selected (also supports up to 5 criteria) |
| Valid From / Till | Set a date range for rule activation |
| Rule Order | Set rule priority. This is used when multiple rules apply. |
| Item Generation Limit | Maximum number of recommended items to show per rule |
- Click Save.
Reorder Rules
You can reorder rules to change their priority. To reorder recommendation rules:
- Go to Item Recommendations under Online Store.
- Click Reorder next to any item’s recommendation section.
- Now, drag and drop rules into your preferred order.
- Click Save.
Mark as Inactive
You can temporarily disable a rule. Here’s how you can do it:
- Go to Item Recommendations under Online Store.
- Hover over the rule that you’d like to mark as inactive
- Click the drop down button that appears and select Mark as Inactive
- Click Mark as Inactive to finish.
Delete a Rule
You can permanently remove a rule from an item. Here’s how you can do it:
- Go to Item Recommendations under Online Store.
- Hover over the rule that you’d like to delete
- Click the drop down button that appears and select Delete
- Click Delete to finish.